Kevin Donovan, CPA, EA, MSPA, ACA

vCard | kdonovan@pinnacle-plan.com

KevinKevin Donovan Donovan is the managing member and founder of Pinnacle Plan Design where he specializes in designing retirement plans to maximize the benefits for business owners and principals. Kevin is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.

Areas of Specialty

  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • Combination Plans

Certifications/Designations

  • Certified Public Accountant (CPA)
  • Enrolled Actuary (EA)
  • Member, Society of Pension Actuaries (MSPA)
  • Associate, Conference of Consulting Actuaries (ACA)

Education

  • Syracuse University, Bachelor of Science in Accounting

Professional Associations and Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Arizona Society of Certified Public Accountants (ASCPA)
  • American Society of Pension Professionals and Actuaries (ASPPA)
  • College of Pension Actuaries
  • Conference of Consulting Actuaries (CCA)
  • National Institute of Pension Administrators (NIPA)
  • Tucson ERISA Study Group

Publications

Published in a number of industry publications including:

  • Journal of Pension Benefits
  • Journal of Taxation of Employee Benefits
  • The Benefit Law Journal
  • The ASPPA Journal
  • AICPA publication, “Adviser’s Guide to Retirement Plans for Small Businesses”
  • Plan Consultant Magazine

Get to Know Kevin

Father of three adult children. Die-hard New York Giants and Yankee fan. Lover of the Grateful Dead and other improvisational music.

Speaking Engagements

Mar
30
Mon
2015
GROW! Session for Advisors Scottsdale, AZ
Mar 30 @ 11:00 am – 1:00 pm

Presentation: Cash Balance 201: Interest Crediting Rates Explained

Apr
12
Sun
2015
Enrolled Actuaries Meeting Washington, DC
Apr 12 – Apr 15 all-day

Presentation 1: Impact of Hybrid Regulations on Small Plans and Plans Covering Self-employed Individuals and Partners

Presentation 2: Small Plans: DB Plans With Surplus Assets

Apr
21
Tue
2015
Denver Benefits Summit Denver, CO
Apr 21 all-day

Presentation: An In-depth Look at Cash Balance Plans

Apr
22
Wed
2015
GROW! Session for Advisors Colorado Springs, CO
Apr 22 @ 7:30 am – 9:00 am

Presentation: Cash Balance Plans 101

GROW! Session for Advisors Denver, CO
Apr 22 @ 11:00 am – 1:00 pm

Presentation: Cash Balance 201: Interest Crediting Rates Explained

Apr
23
Thu
2015
GROW! Session for Advisors Boulder, CO
Apr 23 @ 7:30 am – 9:00 am

Presentation: Cash Balance Plans 101

In-House Cash Balance Training for Broker-Dealer Boulder, CO
Apr 23 @ 11:30 am – 12:30 pm

Presentation: Cash Balance 201: Interest Crediting Rates Explained

May
3
Sun
2015
NIPA Annual Forum & Expo Las Vegas, NV
May 3 – May 6 all-day

Presentation 1: Cash Balance for Beginners

Presentation 2: DB Outsourcing-From the Actuary’s and TPA’s Perspective

Presentation 3: Hybrid Plan (Cash Balance) Update

Jun
4
Thu
2015
GROW! Session for Advisors Tucson, AZ
Jun 4 @ 11:00 am – 1:00 pm

Presentation: Cash Balance 201: Interest Crediting Rates Explained

Jul
19
Sun
2015
Annual Western Benefits Conference San Francisco, CA
Jul 19 – Jul 22 all-day

Contact Kevin Donovan

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), Houston, Texas (TX), Denver, Colorado (CO), and New York (NY), and we proudly serve clients nationwide.
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